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Bringing Liquidity to Illiquid Markets
Liquidity solutions for Limited Partners, General Partners and Registered Investment Advisors.
Apply NowExisting CAZ Investors who want liquidity can now borrow
against their private equity portfolios at competitive terms. This includes both CAZ and non-CAZ funds.
Currently available to investors in TX and FL. If you live in another state and have interest in borrowing against your portfolio,
please indicate your interest, and we will get back to you with next steps.
Who We Serve...
CAZ Investors
Limited
Partners
Investors have distinct liquidity requirements for optimal portfolio management. Existing CAZ Investors enjoy the option of short duration loans (36 months) against their current positions. This can include both CAZ funds and non-CAZ funds.
Private Equity Sponsors
General
Partners
Fund managers have distinct needs for liquidity. Whether to fund other GP commitments or to optimize portfolios across vintages, CAZ can provide the liquidity necessary.
Investment Advisors
Wealth
Managers
Margin loans are a critical tool for liquidity and portfolio management. Until recently, loans against private funds/LP interests have been non-existent or difficult to obtain. CAZ portfolio lending can solve this problem for you and your clients.
3 Simple Steps
Apply
Submit your loan request and supporting documentation
Underwriting
Our Team will review and provide you with the specific terms (ie. Loan-to-value, duration, rate)
Approval
After acceptance of terms, we will complete the closing paperwork and wire funds
Raving Fans is Our Mission
"CAZ has been great partner in bringing our clients differentiated access to unique alternative investments.""
Peter Mallouk, Founder and CEO
CREATIVE PLANNING
"The CAZ process is a seamless blend of hands-on teamwork, education and cutting-edge technology to make subscriptions easy.""
Robert Picard, Head of Alternative Investments
HIGHTOWER ADVISORS
"CAZ gave us access to interesting thematic, private market investment opportunities. They demonstrated significant domain expertise and helped us educate our team members and clients with respect to their strategies.""
Frank Brochin, Chief Investment Officer of Family Office Practice
THE COLONY GROUP
These testimonials are provided by individuals representing firms who invest in private or registered funds associated with CAZ and/or who are personally invested in private or registered funds associated with CAZ. No cash or non-cash compensation is provided for testimonials. There are no identified material conflicts of interest on the part of the individual providing the testimonial that have been identified by CAZ.
At A Glance
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Investors Across 41 Countries -
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Years In Business -
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Billion in assets
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